Purchases and Sales Made in Q4 2023 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q4 2023. The information is specifically focused on institutions that hold shares of TRAVELERS COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
427+ 837.25% |
$67.4K - $81.3K
|
478
$121K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
423+ 5.48% |
$66.8K - $80.6K
|
8.14K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
420New |
$66.3K - $80K
|
420
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
403+ 22.4% |
$63.6K - $76.8K
|
2.2K
$556K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
399+ 1.36% |
$63K - $76K
|
29.8K
$7.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
393New |
$62.1K - $74.9K
|
393
$99.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 45.29% |
$60.8K - $73.3K
|
1.24K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
385+ 2.18% |
$60.8K - $73.3K
|
18K
$4.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
377+ 68.3% |
$59.5K - $71.8K
|
929
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
375+ 91.69% |
$59.2K - $71.4K
|
784
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
372+ 1.23% |
$58.7K - $70.9K
|
30.7K
$7.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
369+ 28.83% |
$58.3K - $70.3K
|
1.65K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
367+ 21.59% |
$58K - $69.9K
|
2.07K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
362+ 4.65% |
$57.2K - $69K
|
8.14K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
359+ 2.0% |
$56.7K - $68.4K
|
18.3K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
336+ 1.06% |
$53.1K - $64K
|
32K
$8.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
333New |
$52.6K - $63.4K
|
333
$84K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
323+ 5.06% |
$51K - $61.5K
|
6.71K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
323+ 3.36% |
$51K - $61.5K
|
9.94K
$2.51M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
322New |
$50.9K - $61.3K
|
322
$81.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
320+ 6.41% |
$50.5K - $61K
|
5.31K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
304+ 6.71% |
$48K - $57.9K
|
4.83K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
303+ 11.79% |
$47.8K - $57.7K
|
2.87K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
302+ 2.03% |
$47.7K - $57.5K
|
15.2K
$3.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
294+ 85.71% |
$46.4K - $56K
|
637
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
294+ 10.03% |
$46.4K - $56K
|
3.23K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
293+ 2.63% |
$46.3K - $55.8K
|
11.5K
$2.89M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
292+ 7300.0% |
$46.1K - $55.6K
|
296
$74.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
289+ 3.07% |
$45.6K - $55.1K
|
9.69K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
286+ 20.52% |
$45.2K - $54.5K
|
1.68K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
282+ 6.35% |
$44.5K - $53.7K
|
4.72K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
282+ 6.21% |
$44.5K - $53.7K
|
4.82K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
279+ 7.18% |
$44.1K - $53.1K
|
4.17K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
276+ 0.75% |
$43.6K - $52.6K
|
36.8K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
275+ 3.68% |
$43.4K - $52.4K
|
7.74K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
271+ 1.61% |
$42.8K - $51.6K
|
17.1K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
269+ 9.7% |
$42.5K - $51.2K
|
3.04K
$767K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
267+ 6.09% |
$42.2K - $50.9K
|
4.65K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
266New |
$42K - $50.7K
|
266
$67.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
259+ 102.78% |
$40.9K - $49.3K
|
511
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
259+ 2.89% |
$40.9K - $49.3K
|
9.23K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
256+ 6.77% |
$40.4K - $48.8K
|
4.04K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
250+ 2.79% |
$39.5K - $47.6K
|
9.22K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
250+ 0.9% |
$39.5K - $47.6K
|
27.9K
$7.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
250+ 8.03% |
$39.5K - $47.6K
|
3.37K
$849K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
247New |
$39K - $47.1K
|
247
$62.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
246+ 6.97% |
$38.8K - $46.9K
|
3.77K
$952K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
241+ 1.44% |
$38.1K - $45.9K
|
17K
$4.29M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
240+ 2.26% |
$37.9K - $45.7K
|
10.8K
$2.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
219+ 3.97% |
$34.6K - $41.7K
|
5.73K
$1.45M
|